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2+ years working in Zendesk, Salesforce or other CRM. - Serve as the main point of contact in the Auction for local sales teams by providing onboarding, ongoing support, and proactive strategy planning.
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Proficiency in CRM software and customer success tools. Our onboarding process focuses on highlighting your unique sales skills and our internal algorithm will match you with the most relevant active job opportunities.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Strives for measurable, high-quality and timely resultsAptitude for learning, creating, and iterating rapidlyExcellent written communication skills and ability to build rapport - you will speak with our clients through email and over the phoneExperience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industryExperience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.
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Accurately report internal administration: CRM activity log, sales pipeline forecasting, monthly reports to management and proposal preparation Build a strong working knowledge of Legal intelligence space and company product positioning.
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Training and onboarding teams on how to utilize HubSpot CRM and email marketing tools. - 4-5+ Years of experience managing CRM and/or email marketing in a B2B capacity. - Managing all technical aspects of key marketing systems (marketing automation, CRM) used to enhance user experience and support specific sales and marketing processes and goals.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This role will oversee Onboarding, Support (including Phone Support), Learning & Development (L&D), and Customer Engagement and Adoption. - Past experience in HubSpot CRM, Broker LOS, such as Calyx Point, LendingPad, Encompass, Lender TPO is a strong plus.
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Proficient with HubSpot CRM and tracking client journeys. Minimum 3+ years of experience in client onboarding and client success within a startup environment, with a track record of successful outcomes.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Sales and ops support collaborate across teams to support sales with new customer onboarding, data driven solutions, project quoting, partner audits, market insights and dissemination of Sales materials.
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In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team.
$164,400 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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This team is responsible for all investor facing activities and business development from product and fund design, fundraising, onboarding and service of investors. Responsible for ensuring high data quality in CRM system to provide informative metrics / actions to the Distribution Team.
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Responsible for data maintenance, standardized review reports, integrations, user roles/permissions, account onboarding, and system settings for core Reporting, Trading, and CRM systems. Experience with RIA reporting/trading software (Tamarac or Addepar preferred), CRM products (Salesforce preferred), financial planning software, and custodial websites (Fidelity) is preferred.
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Previous performance marketing, owned channel (digital, print, physical) marketing, Customer Strategy, Customer Lifecycle, Personalization, Loyalty, or CRM experience. Drive Macy's growth through exceptional customer strategies & experiences by providing guidance and leadership on strategies, campaign and channel activation, and Go to Market planning and operating frameworks to drive the goals of acquisition, onboarding, migration, retention and win-back of our customers and Star Rewards loyalty members across the spectrum of mass and lifecycle campaigns, driven by personalization across all omnichannel formats.
$168,240 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Assist sales team with business development responsibilities such as gathering leads to import into Customer Relationship Management (CRM) tool, setting new meetings from reference checks, attending customer meetings, and selling Zachary Piper Solutions and/or Piper Companies services.
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Build strong consultant relationships through onboarding, regular check-ins, performance reviews, and administrative support, including timekeeping and documentation. Proficiency in Salesforce or similar ATS/CRM software preferred.
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Collaborate with other support teams (CDO, onboarding, compliance and regulatory), to drive data access and data quality within the CRM and CRM functions. As a Data Analytics & Models professional you will lead the CRM functional support for our SCIB businesses in North America, along with responsibility for coordinating with our global CRM team in Europe, reporting to our Chief of Staff office.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago
crm onboarding jobs in Elmhurst, NY
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